Planning Specialist Visa Sponsorship Jobs in Ohio
Planning specialist visa sponsorship jobs in Ohio are concentrated in the state's manufacturing, logistics, and defense sectors, with major employers in Columbus, Cleveland, and Dayton leading hiring. Companies like Honda Manufacturing, Procter & Gamble, and defense contractors near Wright-Patterson Air Force Base regularly seek supply chain and operations planning talent from international candidates.
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Get Access To All JobsFinancial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
Financial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
Planning Specialist Job Roles in Ohio
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Search Planning Specialist Jobs in OhioPlanning Specialist Jobs in Ohio: Frequently Asked Questions
Which companies in Ohio sponsor visas for planning specialists?
Ohio's manufacturing and logistics employers are among the most active visa sponsors for planning specialist roles. Honda's Marysville and East Liberty plants, Procter & Gamble in Cincinnati, and defense contractors in the Dayton corridor have documented H-1B visa and EB-2/EB-3 filing histories. Major distributors and third-party logistics firms headquartered in Columbus also sponsor international planning professionals regularly.
What visa types realistically cover planning specialist roles in Ohio?
Planning specialist roles in Ohio typically qualify as specialty occupations under H-1B, requiring a bachelor's degree in supply chain management, industrial engineering, operations research, or a related field. EB-2 and EB-3 employment-based green cards are also viable paths, with most employers using PERM labor certification. Chilean and Singaporean nationals may qualify for the H-1B1 visa, which shares the specialty occupation standard. TN visa status does not cover planning specialist roles.
How to find planning specialist visa sponsorship jobs in Ohio?
Migrate Mate is the most direct way to find planning specialist visa sponsorship jobs in Ohio, as the platform lists employers with verified sponsorship filing history specific to this role and state. Filtering by Ohio surfaces active sponsors in Columbus, Cleveland, Dayton, and Cincinnati, so you can focus applications on companies already familiar with the H-1B and green card process for planning and operations roles.
Which Ohio cities have the most planning specialist sponsorship jobs?
Columbus leads Ohio for planning specialist sponsorship activity, driven by its large distribution, e-commerce, and corporate operations presence. Cleveland supports strong demand through its manufacturing and healthcare supply chain sectors. Dayton's defense and aerospace concentration generates consistent need for production and materials planning specialists. Cincinnati rounds out the top four, anchored by consumer goods and logistics employers in the Greater Cincinnati metro area.
Are there industry or state-specific factors that affect planning specialist sponsorship in Ohio?
Ohio's deep manufacturing base means planning specialist roles here often sit within complex supply chains requiring specialized degrees in industrial engineering or operations management, which strengthens the specialty occupation case for H-1B petitions. The state's proximity to major Midwest automotive and defense supply networks creates recurring demand. Ohio State University and Case Western Reserve also produce international graduates who pursue OPT and STEM OPT while targeting planning roles with local employers.
What is the prevailing wage for sponsored planning specialist jobs in Ohio?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.